Pipeline

The Pipeline is the kanban-driven origination board that tracks each application through its workflow stages so loan officers can manage their work queue and managers can see bottlenecks. Cards are dragged between stages such as Draft, Appraisal, Committee and Approved to advance the credit process.

Workflow

Review applications grouped into workflow columns on the kanban board.
Drag a card forward once its stage requirements are met (KYC, appraisal, approval).
Open a card to complete the appraisal or attach required documents.
Submit eligible applications to the credit committee from the form.
Watch for stalled cards lingering in a stage and follow up.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Portal Access URL `access_url`	Text	—	Customer Portal URL
Dormant `is_dormant`	Yes/No	—	Flagged when no repayment activity within dormancy period
Status `state`	Choice: Draft, Submitted, Under Appraisal, Appraised, Committee Review, Approved, Disbursed, Active	Yes	Status
Member `member_id`	Link → mfi.member	Yes	Member
Loan Product `product_id`	Link → mfi.loan.product	Yes	Loan Product
Branch `branch_id`	Link → mfi.branch	Yes	Branch
Applied Amount `applied_amount`	Money	Yes	Applied Amount
Loan Term (Months) `loan_term`	Number	Yes	Loan Term (Months)
Access warning `access_warning`	Long text	—	Access warning
Has Message `has_message`	Yes/No	—	Has Message
Loan Number `loan_number`	Text	—	Loan Number
Name `name`	Text	—	Name
Currency `currency_id`	Link → res.currency	—	Currency
Company `company_id`	Link → res.company	—	Company
Loan Officer `officer_id`	Link → res.users	—	Loan Officer
Lending Group `group_id`	Link → mfi.member.group	—	Lending Group
Approved Amount `approved_amount`	Money	—	Approved Amount
Disbursed Amount `disbursed_amount`	Money	—	Disbursed Amount
Loan Purpose `purpose`	Long text	—	Loan Purpose
Loan Type `loan_type`	Choice: Individual Loan, Group Loan, Emergency Loan, Asset Finance, Agriculture Loan, Education Loan, Business Loan, Salary Advance	—	Loan Type
Interest Method `interest_method`	Choice: Flat Rate, Declining Balance (Reducing), Equal Principal Payments	—	Interest Method
Annual Interest Rate (%) `interest_rate`	Decimal	—	Annual Interest Rate (%)
Repayment Frequency `repayment_frequency`	Choice: Daily, Weekly, Bi-Weekly (Fortnightly), Monthly, Quarterly, Bullet (Lump Sum at End)	—	Repayment Frequency
Grace Period - Principal (Months) `grace_period_principal`	Number	—	Grace Period - Principal (Months)
Grace Period - Interest (Months) `grace_period_interest`	Number	—	Grace Period - Interest (Months)
Application Date `application_date`	Date	—	Application Date
Appraisal Date `appraisal_date`	Date	—	Appraisal Date
Approval Date `approval_date`	Date	—	Approval Date
Disbursement Date `disbursement_date`	Date	—	Disbursement Date
First Repayment Date `first_repayment_date`	Date	—	First Repayment Date
Maturity Date `maturity_date`	Date	—	Maturity Date
Closure Date `closure_date`	Date	—	Closure Date
Total Principal `total_principal`	Money	—	Total Principal
Total Interest `total_interest`	Money	—	Total Interest
Total Fees `total_fees`	Money	—	Total Fees
Total Penalties `total_penalties`	Money	—	Total Penalties
Total Repayable `total_repayable`	Money	—	Total Repayable
Principal Paid `principal_paid`	Money	—	Principal Paid
Interest Paid `interest_paid`	Money	—	Interest Paid
Fees Paid `fees_paid`	Money	—	Fees Paid
Penalties Paid `penalties_paid`	Money	—	Penalties Paid
Total Paid `total_paid`	Money	—	Total Paid
Outstanding Principal `outstanding_principal`	Money	—	Outstanding Principal
Outstanding Interest `outstanding_interest`	Money	—	Outstanding Interest
Total Outstanding `outstanding_total`	Money	—	Total Outstanding

Actions & buttons

Buttons available on this screen and what they do:

Submit
Start Appraisal
Complete Appraisal
Approve
Disburse
Split into Tranches
Calculate ECL
Make Repayment
Close Loan
Reject
Cancel
Reset to Draft
Generate NOC
E-Sign Contract

Status lifecycle

Records on this screen move through these statuses:

Draft → Submitted → Under Appraisal → Appraised → Committee Review → Approved → Disbursed → Active → Closed → Written Off

Notes & rules

Model: mfi.loan filtered to in-process states.
Stages reflect the origination workflow up to approval.
Feeds the Credit Committee and Disbursements screens.

Technical model: mfi.loan · Record: Loan